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Monthly

Briefing

Monthly

The monthly close. Are the engines healthy?

The numbers

Live where a feed exists; everything else reads “wiring pending.”

Paying members
187
+17 net in June
as of 2026-06
Paying base (billing)
192
54 Membership · 45 Culture+ Plan
as of 2026-07-16
Revenue (this month)
$24,789
$15,518 collected · $9,653 scheduled
as of 2026-07-16
Net income
$4,392
Jun 26 actual
as of 2026-06
Close rate
3%
30 leads → 1 joined
as of 2026-07-16
Members lost (mo)
0
17 gained · June
as of 2026-06

What to check

The opinionated review list for this cadence — tick as you go.

0/6 checked · resets each month · saved in this browser

On the list

Your monthly tasks from the To Do board.

  • Review Angie's monthly CFO report
    Thresholds, P&L, cash, projections — see Finance tab
    Angie
  • Reconcile the paying-member base in the KPI sheet
    Source of truth for the monthly member count
    Everett

Drill down

Open the lane that owns the detail.